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Get our annual market outlook for a first-hand account of how our teams see the markets performing and the investment opportunities in 2022

Market Outlook 2022: Investing in a world in transition

 

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The cycle continues after recovery


The recovery of the global economy on which we based our central scenario for 2021 has been endorsed in a solid growth framework that brings us closer to pre-crisis levels across multiple geographies and sectors.

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Positive macro outlook faces changes of paradigm

We maintain a positive central macroeconomic scenario for 2022 based on a gradual adjustment in global supply chains, a gradual decline in inflationary pressures and the continuation of growth rates above pre-Covid averages. This process of normalization entails major challenges in the main economic blocs as it implies important paradigm shifts.

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Invesment opportunities in markets in transitions


Investors are pleased with the returns achieved by risky assets during the recovery, but are concerned about risk-free yields, rising inflation and slowing growth. The paradigm shift is forcing investors to take a hard look at their investments to combat the challenges of the transitions in which the major financial assets are immersed.

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